Manage access groups
The Settings Access page allows administrators to manage permission groups, define their purpose, and assign users to roles that control what areas of the system they can configure or access.
This feature is commonly used to restrict or grant access to sensitive settings, such as user management, billing, or timesheet configuration.
Overview
Access Groups Panel (Left Side)
A list of predefined or custom access groups such as “HR”, “Recruiter”, “IT Support”, etc.
Each group represents a role with specific access permissions.
You can filter the list or click Assign to configure group-level settings.
Group Detail Panel (Right Side)
Once a group is selected, you'll see:
Group Name (e.g., “Recruiter”)
Description (optional summary)
Edit: Change the group name or description.
Assign roles/users: Add or remove users from the group.
Delete access group: Permanently remove the group (only possible if not in use).
Access Role Toggles (Bottom Section)
Each group can be associated with one or more roles, such as:
Admin – Full system access
IT Support – Access to tech configuration and support areas
Leave Management – Can configure and manage leave policies
Practice Manager – High-level access to practice-wide settings
Timesheet Management – Permission to manage timesheet rules and records
User Management – Ability to create, update, and manage user accounts
Use the circular toggles to activate or deactivate these roles for the currently selected group.
How to Add or Configure a Group
Click “Add new group” at the bottom of the left panel.
Name your group and add a description.
Assign appropriate access roles using the toggles.
Click Assign roles/users to link real users to the group.
Best Practices
Use clear and consistent names for groups so their purpose is easily understood.
Grant only the minimum necessary access to reduce risk and prevent errors.
Regularly review group membership to ensure it reflects current responsibilities.
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